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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,415 | $150,447-50.5% | $136,298-45.4% | $147,586-49.6% |
| Participation rate | 69.6% | 84.4%-14.9pp | 81.9%-12.4pp | 82.8%-13.3pp |
| Annual return | 18.51% | 1049.15%-1030.6pp | 5156.27%-5137.8pp | 578.59%-560.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,862 | $6,631+3.5% | $6,247+9.8% | $5,439+26.2% |
| Admin fee / account holder | $171 | $10,906-98.4% | $9,244-98.1% | $10,886-98.4% |